Large Patch Guard - 3 Visit
$231.04Paid
4
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Sam White
Lead source: Referral · Tax: Demo Parish 9.75%
Who this is, how to reach them, and where they are in the pipeline.MoreLess
- What It Does
- The green header shows the name, tags, contact pills (phone, email, billing address), lead source and tax. Buttons: Call, Text, Email, Directions, Invoices, Contract, Offer Add-on and Payment Methods, each with a tooltip, shown only when your role and modules allow. Below them is the stage line with dates and the Next step with Log Call. Green dots are done, a hollow green ring is a step that was skipped, and the blue dot is where they are now. On a phone the line is one row of dots with the current stage named under it; tap a dot to see its name and date.
- What It Changes
- Nothing changes until you tap something. Call and Text open your phone.
- How to Use
- Tap a pill or button to reach the customer.
- Read the stage line.
- Tap the Next step.
LeadApr 30
ContactedSkipped
EstimateMar 1
SentMar 1
WonSkipped
ScheduledSkipped
DoneSep 30
PaidApr 1
ReviewOct 1
Review · Step 9 of 9 · 3 skipped
Next:
Where this customer is, from Lead to Review, and what to do next.MoreLess
- What It Does
- Shows opt-outs (the stage line, dates and next step are in the green header at the top), lifetime value, win ratio, balance and, if you can See Profit, the 12-month margin (red below 15%, green above 30%). Labor is estimated until Time Clock is on. Drive per Visit comes from the drive times Route records (Drive to Start).
- What It Changes
- Log Call saves a call to the Comms history and Stage History. Nothing is ever dropped or deleted.
- How to Use
- Read the line.
- Tap the Next step.
- Use Log Call after a phone call.
- Open Stage History to see every move.
Lifetime ValueNo data yetfills in with the first paymentBalance$0.00all paid
Profit, 12 Months$124.5484% margin
Customer For1.5 yearssince Apr 30, 2025
Pay SpeedNo data yetaverage days to pay
Callbacks0re-dos logged
ReviewClicked linkOct 1, 2026Worth HavingWorth havingMargin 84%
EmailTextService Done EmailService Done TextBefore Service: Phone callBefore Service: Automated emailBefore Service: Automated textBefore Service: Text when en route
$231.04Paid
$231.04Delivered
$189.10Profit
$0.00Chemical
$41.93Labor
1.40Hours
$0.00Even
Paid is collected on the 1st. Delivered is the price of the work. Profit is what is left after chemical and labor, 81.8% margin. Time is the estimate for that size.
October 2026
Paid $231.04
Paid
Delivered
No work this month.
September 2026
Delivered $77.01Profit $63.03
Paid
No invoice this month.
Delivered
Large Patch Guard - Large Patch 1
Chemical $0.00Labor $13.98Profit $63.030.47 hr
Azoxystrobin 2SC
$77.01
March 2026
Delivered $77.01Profit $63.03
Paid
No invoice this month.
Delivered
Large Patch Guard - Large Patch 3
Chemical $0.00Labor $13.98Profit $63.030.47 hr
Azoxystrobin 2SC
$77.01
October 2025
Delivered $77.01Profit $63.03
Paid
No invoice this month.
Delivered
Large Patch Guard - Large Patch 2
Chemical $0.00Labor $13.98Profit $63.030.47 hr
Propiconazole 14.3
$77.01
Money for this customer
Revenue$149.04
Costs$0.00
Left After Costs$149.04
| Date | What | Record | Status | Amount |
|---|---|---|---|---|
| 4/1/26 | Invoice | INV-2026-1270 | Paid | $74.52 |
| 11/1/25 | Invoice | INV-2025-0046 | Paid | $74.52 |
Costs are purchase orders not yet billed, expenses and vendor bills attached here. Revenue is the invoices for it.
Notes, voice notes and sketches attached here show on this row.